Software Application Specialist

About the role

You’ll be the go-to resource for helping employees get the most out of the technology that powers our business. You’ll solve problems, simplify complex technology, provide hands-on training, and help employees work more efficiently across our core applications.

Responsibilities

• Provide day-to-day support for core business applications, including AMS360, BenefitPoint, ImageRight/WorkSmart, Salesforce, Microsoft 365/Office applications, Claude and other approved AI tools, as well as other insurance and business applications.
• Provide help desk support via phone and email, troubleshoot application issues, respond to employee questions, and ensure timely follow-up on support tickets.
• Configure and administer applications, including user setup, permissions, adding and updating brokers, companies, and employees, and supporting system upgrades, releases, integrations, and other system changes.
• Develop and deliver user training, webinars, recordings, guides, procedures, and quick-reference materials to help employees effectively use core systems and applications.
• Participate in quality assurance and testing of software releases, updates, and system changes to identify and report issues before they impact end users.
• Identify opportunities to standardize processes, streamline workflows, and improve the efficiency and effectiveness of business applications and technology solutions.
• Collaborate with internal IT resources and external vendors to escalate and resolve complex issues while applying an understanding of insurance agency workflows and how technology supports business processes.
• Travel between company locations as needed to provide on-site application support, training, and assistance to employees.

Qualifications

• Experience supporting business applications, software platforms, or similar technology solutions preferred.
• Strong proficiency with Microsoft 365, including Outlook, Word, Excel, and related productivity tools.
• Strong problem-solving skills with the ability to troubleshoot issues logically and independently.
• Strong communication and presentation skills, with the ability to train and support both technical and non-technical users.
• Familiarity with AI tools such as ChatGPT, Claude, Microsoft Copilot, and automation platforms.
• Insurance licenses are a plus. Please include any current licenses with your application.